+131.0%
ACM vs SUI
+122.7%
+8.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.0% |
| 7D | +6.6% | +3.4% | +3.2% | +5.0% |
| 30D | +19.8% | +4.6% | +15.2% | +17.2% |
| 3M | -3.1% | +1.6% | -4.7% | -4.0% |
| 6M | -11.5% | -3.5% | -8.0% | -10.6% |
| YTD | -24.7% | -1.0% | -23.7% | -25.1% |
| 1Y | -45.1% | -1.7% | -43.3% | -45.2% |
| 3Y | -8.9% | +18.4% | -27.2% | -19.2% |
| 5Y | +5.4% | -26.3% | +31.7% | +16.6% |
| All | +131.0% | +122.7% | +8.3% | +95.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling